13F Insight
DOSSIER · 13F-HR · Q3 2026

Bouvel Investment Partners, LLC

$433M in tracked AUM across 85 positions as of Q3 2026.

BI
CIK 0001839122 · last filed Sep 30, 2026
Total AUM
$433M
as of Q3 2026
Holdings
85
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: Bouvel Investment Partners, LLC
1. Portfolio Overview

Bouvel Investment Partners, LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 97.3%, growing from $175.83M to $346.88M. This near-doubling of assets under management (AUM) suggests a substantial influx of capital or strong market performance on existing holdings during a period of market...

The portfolio structure is hybrid in nature, combining active equity selection with a substantial allocation to Exchange Traded Funds (ETFs). Approximately 20.7% of the portfolio is allocated to ETFs, likely serving as a liquidity buffer or a tool for broad market exposure. The remaining exposure is heavily skewed towards individual equities, particularly within the technology and industrial sectors. The turnover rate for the quarter was notably high, with 28 new positions initiated and 17 positions sold completely, indicating an active management style focused on capitalizing on specific market themes rather than passive indexing.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MRVL
MARVELL TECHNOLOGY INC
$19M70K4.3%02
PULS
PGIM ETF TR
$16M325K3.7%03
BOND
PIMCO ETF TR
$15M168K3.4%04
NVDA
NVIDIA CORPORATION
$14M62K3.3%05
PANW
PALO ALTO NETWORKS INC
$12M31K2.8%06
EVTR
MORGAN STANLEY ETF TRUST
$12M250K2.8%07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M236K2.7%08
DDOG
DATADOG INC
$11M41K2.6%09
CGMS
CAPITAL GRP FIXED INCM ETF T
$11M421K2.5%10
VTIP
VANGUARD MALVERN FDS
$10M208K2.4%

Filing history

2026Q3Sep 30
$433M▼ 2.0%
85 positionsView →2026Q2Jun 30
$442M▲ 28.3%
84 positionsView →2026Q1Mar 31
$345M▼ 0.6%
78 positionsView →2025Q4Dec 31
$347M▲ 6.2%
80 positionsView →2025Q3Sep 30
$327M▲ 10.5%
78 positionsLocked2025Q2Jun 30
$296M▲ 11.2%
73 positionsLocked2025Q1Mar 31
$266M▼ 4.2%
77 positionsLocked2024Q4Dec 31
$277M▲ 4.4%
78 positionsLocked2024Q3Sep 30
$266M▲ 2.9%
77 positionsLocked2024Q2Jun 30
$259M▲ 11.7%
77 positionsLocked2024Q1Mar 31
$232M▲ 8.1%
75 positionsLocked2023Q4Dec 31
$214M▲ 15.8%
77 positionsLocked
Showing 12 of 24